Royce W. Medlin, CFA, CAIA
Chief Investment Officer
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Clear Rock Advisors
Royce W. Medlin, CFA, CAIA
Rate this
Advisor
Dallas, Texas
Serving Clients Nationwide
Chief Investment Officer
Areas of Focus
- Alternative Investments
- Capital Gains
- Education Funding
- Employee Stock Options
- Estate Planning
- Family and Money
- Financial Life Planning
- Giving
- Inherited Wealth
- Investing
- Investment Management
- Retirement Planning
- Setting Up Retirement Accounts
- Taxes
About Me
Royce W. Medlin is Chief Investment Officer at Clear Rock Advisors where he provides investment strategy and communication, global asset allocation, manager due diligence and portfolio construction. Prior to founding Clear Rock Advisors, he served as Director of Capital Advisory Group at Lazard Asset Management. He also previously served as Partner and Director of Portfolio Management of Smith Group Asset Management, President of Belmont Wealth Management, and Senior Portfolio Manager of US Trust.Royce received an MBA from Texas Christian University and a BS in International Trade from Texas Tech University.
Professional Designations
- Chartered Alternative Investment Analyst (CAIA)
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
4809 Cole Avenue, Suite 345 Dallas, TX 75205
Additional Locations
📍 200 Earl Garrett Street, Suite 202, Kerrville, Texas 78028
📍 9020 N. Capital of Texas Hwy, Suite 345, Austin, Texas 78759
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Percentage of Assets Managed
What to expect in the first meeting
Getting started with Clear Rock is easy. Click the 'Book Intro Call' button above and take a few minutes to complete our initial assessment to explore if working with Clear Rock is a good fit for you. Clear Rock is a full-service wealth management firm specializing in providing financial planning and investment management services for clients with investable assets above $2M.Offers Investment Management
Yes
About our Firm
Clear Rock Advisors, LLC is a Texas-based SEC registered investment adviser serving high net worth families throughout the US. Clear Rock’s dedicated team of financial professionals have decades of proven expertise providing sophisticated solutions to diverse financial challenges.Clear Rock’s proven Wealth Planning Process is derived from the personalized and complete wealth management solutions the firm owners’ families have used to manage multi-generational wealth for decades, and includes Holistic Financial Planning precisely coordinated with Comprehensive Investment Management.
Our goal-based financial plans are designed by experienced financial advisors that have earned the Certified Financial Planner (CFP®) designation to evaluate clients’ complete financial situation and implement personalized, integrated strategies to achieve specific client objectives. Our areas of expertise include:
✅ Planning for Retirement
✅ Generation Wealth Transfer
✅ Tax Planning
✅ Cash Flow Planning
✅ Executive Benefit Analysis
✅ Asset Protection
Our Investment Management program is distinct in its clarity of investment philosophy, disciplined investment process, and sophisticated portfolio management approach. Our firm’s philosophy is to Invest with Purpose, placing each client’s specific needs above all else. Attributes of the firm’s investment process include:
✅ Protect Wealth & Capture Opportunities
✅ Selective
✅ Superior Risk-Adjusted Performance
✅ Objective
✅ Disciplined
Clear Rock’s approach focuses on generating superior risk-adjusted performance through custom client portfolios designed to protect wealth and capture opportunities. The firm has decades of expertise managing portfolios constructed of diverse asset classes, including:
✅ Fixed Income
✅ Equities
✅ Alternative Investments
✅ Private Investments
Clear Rock emphasizes added diversification through alternative and private investment strategies that are less correlated to traditional stock and bond portfolios to improve performance during market
downturns.
At Clear Rock, our clients are our extended family that we work closely with to provide highly personalized wealth management solutions tailored to assessing and achieving specific individualized objectives. From strategy design through implementation and ongoing management, the Clear Rock team works diligently to provide sophisticated solutions with high touch client service. Our ongoing management process includes regular updates and modifications to ensure a current and dynamic plan is being optimally implemented.
Education
Texas Christian University - M.J. Neeley School of Business, MBA | Texas Tech University, BS, International Trade
Badges
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Couples
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Trusted Advisors
✅ Wealthtender Certified Advisor Review™
March 20, 2023
I was referred to Royce and his team by a friend who is in the field of investments. He indicated that Royce is one of the best in the business. After meeting with Royce and his team, I knew I had made the right decision. They listened and asked questions about what my goals were as well as. my comfort level with investments and then put a plan in place uniquely suited to what my objectives were. Royce and his team are always available for any questions I may have and always take the time to make sure that my needs are being met. in addition, they provide monthly summary of market conditions and host client webcasts around current economic factors.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Really Listen to You and Your Concerns; Great People
✅ Wealthtender Certified Advisor Review™
February 23, 2023
I cannot say enough good things about Clear Rock Advisors. I was hesitant to move finances to a new (new to me) firm. I wanted conservative investments that would generate income in good and bad times Clear Rock has done wonders with my portfolio. They are earning more than my previous firm did while still being safe. They now manage my children’s accounts. I went to them to ask for management of my whole portfolio. Corey did an amazing job laying out the range of options before me. If you work with this group, you will not be sorry!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Client Focused
✅ Wealthtender Certified Advisor Review™
February 23, 2023
Royce, and the rest of the ClearRock team, have taken personal service to a new level. When you are working with them you are part of a family. I could not feel more secure anywhere else.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Trusted, Experienced and Best in Class Advisory Firm
✅ Wealthtender Certified Advisor Review™
January 22, 2023
As a professional in the asset management industry for the past 30 years, I can say with certainty that Clear Rock Advisors (CRA) is best in class when evaluating an advisory firm. Very few firms across the country have the experience, trust and thoughtful processes that CRA provides their clients. As someone who works with advisory firms on a daily basis, I often think about whether I would have confidence in a particular firm’s ability to manage my own family’s wealth. Clear Rock would be at the top of the list.
◼ Relationship to Financial Advisor:Investment Professional
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Develops plans that balance details and the "big picture".
✅ Wealthtender Certified Advisor Review™
January 20, 2023
We have been with Clear Rock for 3 years and could not be more satisfied with the entire team. Excellent group of professionals that are very responsive to market conditions and trends and as well as the personal service. Truly a trusted advisor with a proven performance, especially navigating the ship in choppy waters during 2020/2022 Covid landscape. Special thanks to Corey Long who we considered to be a close friend of 17 years but also top notch in guiding and shaping our portfolio. We go to Corey for any decision we make regarding our financial health and well being.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Top Tier Approach
✅ Wealthtender Certified Advisor Review™
January 4, 2023
Royce and team are among the most thoughtful in the industry when it comes to catering portfolios to the needs of their clients. I couldn’t be more impressed with their investment due diligence and portfolio construction process, and the results speak for themselves.
◼ Relationship to Financial Advisor:Investment Consultant
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Comfort with this team in place for my mom!
✅ Wealthtender Certified Advisor Review™
December 30, 2022
Royce and his team were so helpful transitioning my mom’s funds to Clear Rock. They took the time to meet with her along with us, to understand what she has available for her future needs. Clear Rock has also done a great job with the rate on return during the last few years even with the volatility. Thank you, Royce for giving us a peace of mind.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
KNOWLEDGEABLE AND PROFESSIONAL INVESTMENT MANAGEMENT FIRM
✅ Wealthtender Certified Advisor Review™
December 29, 2022
I have dealt with Clear Rock since the beginning of the firm. Chuck Hall put together a highly skilled and professional team that has successfully managed our portfolio, even in the down markets. Including alternative investments in their management strategy has helped returns in down markets. The team is not only quick to respond to questions but is also proactive in communicating market trends and strategies. I would highly recommend this firm to anyone seeking conservative management of their portfolio.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
HIghly recommend!
✅ Wealthtender Certified Advisor Review™
December 28, 2022
We have been very pleased with Clear Rock. The advisors listen to our needs and future plans and plan with us involved. It is wonderful to feel involved and confident in the Clear Rock team. They are the best!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
So go Clear Rock Advisors so go I Financial and personal advice.
✅ Wealthtender Certified Advisor Review™
December 28, 2022
I can tell you from my experience that you will not find another financial group that truly cares about your family more than CRA. They personally assisted in my transition of ownership to my son of the 45 year old business I had built and then my transition to retirement. No qualified financial group gives you secure,honest, assistance for the rate charged as well as encouraging your family to participate with their funds for your rate . You know with times like these you hear so many of your friends talking about the percentage of loss they have sustained. I can tell you my losses were much, much less. They know my name , my wife my family, so I am not just a number. Great gains help when you are a fixed income retiree. Chuck ,Tye , Tamara and Royce. Have been a winning team that I have referred for many years with pride and when I talk to my friends that have become their clients they always thank me.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Great Team
✅ Wealthtender Certified Advisor Review™
December 27, 2022
The team has a wealth of knowledge and understanding and are very helpful. The communications they send out by email are very informative and much appreciated.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Confident, strategic investors
✅ Wealthtender Certified Advisor Review™
December 27, 2022
CRA does not get caught up chasing returns. They focus on long-term objectives and forging trust with their clients. I appreciate their honesty and frank assessment of investment opportunities, which is refreshing from an RIA. Royce Medlin is incredibly thoughtful in his investment strategy, which helps through the highs and lows of market fluctuations. I recommend CRA highly.
◼ Relationship to Financial Advisor:Professional Consulting Relationship with Clear Rock Advisors
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Great firm!
✅ Wealthtender Certified Advisor Review™
December 27, 2022
Highly recommend the team at Clear Rock.
◼ Relationship to Financial Advisor:Investment Firm Analyst
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:Registered Investment Adviser that may refer clients seeking investment advice to Clear Rock Advisors.
Clear Rock is a wealth management TEAM
✅ Wealthtender Certified Advisor Review™
December 26, 2022
Clear Rock is a small team of very experienced wealth managers. When we first started investing with them, they were very detailed and thorough; building a customized plan for us to follow. Over time and especially as the market changes, they are always reaching out, providing consistent one-on-one guidance. They collaborate as a team, expressing good care about our portfolio. And their online portal is easy to access.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Very responsive
✅ Wealthtender Certified Advisor Review™
December 26, 2022
It has been a pleasure to work with the Clear Rock office in Kerrville. Royce and Tamara have always been very available and understanding as to our goals. Royce has always been responsive to our allocation desires working to minimize risk while achieving maximum return.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
An Excellent Team
✅ Wealthtender Certified Advisor Review™
December 26, 2022
I have been with Clear Rock Advisors for a number of years now and i am very comfortable with how they approach the market both in good times and in negative economic times. It starts with Chuck Hall. Chuck is experienced and very professional. He seeks to hire the very best in the industry. Chuck’s ability to acquire people like Royce Medlin as Chief Investment Officer has truly put Clear Rock in a unique position in the industry. Royce has an uncanny ability to minimize risk while still maximizing profits even in difficult seasons. Ty Sanders is another great addition. Ty is very knowledgeable and experienced. All of these folks do business in a very relational manner.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Above and Beyond Approach
✅ Wealthtender Certified Advisor Review™
December 23, 2022
The value and mission of Clear Rock Advisors are unmatched compared to other small RIAs in the industry and DFW. The Clear Rock team goes above and beyond to build relationships and manage their clients’ money. I have experienced this sophisticated investment and planning process first hand as an intern for Clear Rock this past summer. Not only did Clear Rock help me develop career wise in the industry but they also showed me what it truly means to put the client at the ultimate priority. Clear Rock implements a sophisticated approach to investment strategies and financial planning that leaves clients without second guessing their decision in choosing Clear Rock. Even though Clear Rock is highly trusted when it comes to investing, financial planning, and portfolio management, the most important value the team cares about is its clients. The clients are the number one priority and building a great relationship with them that goes beyond the workplace. They work hard to value and establish relationships and friendships with their clients by getting to know them as people before their financial situation. Furthermore, they do their best to achieve your financial goals and are in the process with you. Other RIA firms need to strive for a sophisticated and fiduciary approach in the same way as Clear Rock.
◼ Relationship to Financial Advisor:Served Internship at Clear Rock
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Very pro-active group of advisers and always availible to anwser a question
✅ Wealthtender Certified Advisor Review™
December 23, 2022
I have been a client of Clear Rock for about 10 yrs and have found them to be very professional and always available to answer any questions I have. Was very impressed with their ability to peel back the onion and understand what my goals are. Communications by email and snail mail is very frequent and very informative, exactly how I like it.
I’d have given 5 stars….Yet, I never give 5 stars, as we can always strive to active more. But, as advisers go, these folks are top of the line.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
I was able to reach my retirement goals faster than expected
✅ Wealthtender Certified Advisor Review™
December 23, 2022
Clear Rock helped me achieve my retirement goals much sooner than I expected. Ty Sanders gave me the confidence and helped guide me through the very scary process of purchasing a retirement home well before I retired. I would have never, ever, done this on my own. I have been enjoying the beach house for well over a year and still cannot believe I did it. Ty and Royce are available day or night to talk. I feel very safe knowing my finances are with Clear Rock. I would highly recommend Clear Rock to anybody needing financial guidance.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Trusted Advisor with Proven Performance
✅ Wealthtender Certified Advisor Review™
December 23, 2022
We were looking for an investment advisor team with the experience and depth of staff and resources to perform at a high level while remaining small enough to build a truly personal relationship and bond. We found that in Clear Rock Advisors. Royce, Chuck, Tamra and the Clear Rock team have met those goals. We totally trust them and have come to depend on their guidance year by year. Their approach aligns with our approach …. expect strong but reasonable results but focus on limiting downside exposure. That can be a challenge in the market but Clear Rock has a rock solid approach that generally meets this challenge well, even in a variety of market conditions.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Personal service
✅ Wealthtender Certified Advisor Review™
December 23, 2022
We have worked with Royce for over 20 years guiding us through the ups and downs and life changes and goals. I have full confidence that his knowledge and direction will serve us well. His and staff personal attention is also appreciated and valued. Confidence in an advisor relates to peace of mind.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Sophisticated and Disciplined Investment Process While Putting the Client First
✅ Wealthtender Certified Advisor Review™
December 22, 2022
Clear Rock Advisors is a boutique firm with a big impact to its client base. The investment approach is very sophisticated and repeatable, yet customizable to meet clients’ specific needs. The firm is well versed across all asset classes and in portfolio construction, ensuring clients’ have appropriate exposures in their respective portfolios to achieve their objectives. The size of the firm allows clients the ability to know the firm’s leadership personally, providing a high touch approach to client service and relationship management. In summary, Clear Rock provides intellectual capital through very experienced industry professionals under the mantra of clients come first.
◼ Relationship to Financial Advisor:Invesment Professional Colleague
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Review of Clear Rock Advisors
✅ Wealthtender Certified Advisor Review™
December 22, 2022
My wife and I both have been overwhelming happy and totally satisfied with our long term relationship with Clear Rock Advisors for many years now. We have total trust in Mr. Hall and staff in the past, now and it will continue for the foreseeable future.
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Life changing
✅ Wealthtender Certified Advisor Review™
December 22, 2022
This company has not only helped me with my portfolio, but the people within are some of the most polite, professional, caring, knowledgeable, and helpful type you can work with. In this field of work, this is the only company to choose in my opinion. Thanks clear rock!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Professionalism with Integrity
✅ Wealthtender Certified Advisor Review™
December 22, 2022
Over the last few decades I have had the pleasure of working with Royce, Ty and the team at Clear Rock. They bring not only the highest level of professionalism but the strongest level of integrity and character to their practice. In my professional life, I have met over 1000 advisory practices and would rate Clear Rock at the very top. While I am lucky to call them friends and I most proud that I can recommend my friends call them for advice. A rare combination indeed!
◼ Relationship to Financial Advisor:Investment Strategy Consultant
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Great Firm
✅ Wealthtender Certified Advisor Review™
December 22, 2022
They are so easy to work with and so knowledgeable and professional.
The past two years have not been too good for investments, but ClearRock has navigated expertly thru the turbulence!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Thoughtful, personalized, practical advice
✅ Wealthtender Certified Advisor Review™
December 22, 2022
Royce and the firm understand the unique challenges of managing wealth for family offices and high net worth individuals. They deliver thoughtful, personalized, practical advice in a calm manner. I appreciate the insights the firm provides, and Royce communicates difficult concepts with a very personable style that is easy to understand.
◼ Relationship to Financial Advisor:Insurance Executive
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
Outstanding Wealth Management Team!
✅ Wealthtender Certified Advisor Review™
December 22, 2022
I can’t say enough good things about Ty Sanders and his team at Clear Rock. Ty has been a long time friend of mine; so I ‘m very familiar with his background, knowledge, work ethic and experience. It is second to none. His team works tirelessly to provide an unprecedented level of service and professionalism. Through challenging economic times, they continue to perform at a level far above expectations and industry standards. I highly recommend the team at Clear Rock Advisors for all your wealth management needs!
◼ Relationship to Financial Advisor:Current Client
◼ Compensation:This reviewer received no compensation for this review.
◼ Conflicts of Interest:There are no material conflicts of interest.
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